One Click Mail Merge for Workplace Learning

Workplace Learning and VET in Schools programs are often a sea of paperwork. The Mail Merge and Briefcase functions in Pathways allow quick production of documents like Placement Agreements, Student Placement Records (SPR’s) and Parent/Host Letters. Up until now you needed to know how Microsoft Word’s mail merge functions worked to build templates, however our new Cheat Sheet guides make it child’s play.

Today we have launched our new starter template guides for Pathways Cloud that make it ridiculously easy to build your own mail merge and upload it in a few minutes. These new starter guides (or Cheat Sheets) can be downloaded directly from the Mail Merge Setup screen shown below and include all the fields and instructions you need to rapidly build your own:

Placement Mail Merge

 

Building a letter, agreement, feedback survey or detail sheet is now a matter of building the file in Microsoft Word to look exactly how you want, and then simply copying and pasting the fields from the Cheat Sheet into your own documents. Upload it and Pathways does the rest!

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April 26, 2013 Tags: , , , , , , ,